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LMVRX vs VIVIX
LMVRX vs VIVIX Comparison
Open Charts LMVRX vs VIVIX
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LMVRX vs VIVIX Comparison Chart
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LMVRX vs. VIVIX commentary
Jun 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMVRX is a StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LMVRX (3.8B). VIVIX pays higher dividends than LMVRX: VIVIX (2.29) vs LMVRX (0.32). LMVRX was incepted earlier than VIVIX: LMVRX (18 years) vs VIVIX (27 years). LMVRX (1.30) is less costly to investors than VIVIX (0.04). LMVRX is a more actively managed with annual turnover of: 54.00 vs. VIVIX (9.00). LMVRX has a lower initial minimum investment than VIVIX: LMVRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.89 vs. LMVRX (-1.10). VIVIX return over 5 years is better than : 73.96 vs. LMVRX (41.47).
| LMVRX | VIVIX | LMVRX / VIVIX | |
| Total Expense Ratio | 1.30 | 0.04 | 3,250% |
| Annual Report Gross Expense Ratio | 1.30 | 0.04 | 3,250% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 1.051 | 3.285 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 189B | 2% |
| Annual Yield % from dividends | 0.32 | 2.29 | 14% |
| Returns for 1 year | -1.10 | 8.89 | -12% |
| Returns for 3 years | 19.00 | 33.27 | 57% |
| Returns for 5 years | 41.47 | 73.96 | 56% |
| Returns for 10 years | 55.79 | 105.19 | 53% |